Specter Monitor is a data-driven newsletter for investors interested in learning about the latest market trends, signals, and opportunities. Our audience includes some of the most legendary VC investors in the world. We’ll work hard to bring you actionable insights on what’s happening in today’s markets, while celebrating data-driven wins and predictions. ✨
Pool 23 by Carl Miller
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Michael Fey (US, 2020): CEO & Co-Founder at Island.
Featured by Specter on: 2020 - Week 32.
Advantage on Latest Funding Round: 597 Days.
Description: Island is a cyber startup that provides a secure web browser for the enterprise.
Prev. Experience: Cycode, Axis Security, Bionic, Open Systems, ShieldX Networks, D2iQ, Symantec, Blue Coat Systems, McAfee, Opsware, Mercury, Lockheed Martin.
Total Funding: $215M / Latest $115M Series B in 03/2022.
Notable Investors: Insight Partners, Sequoia Capital, Stripes, Cyberstarts.
👻 Opportunity:
Steph Korey (US, 2022): Founder at Stealth Startup.
Featured by Specter on: 2022 - Week 12.
Description: N/A.
Prev. Experience: Away, Casper, Warby Parker, Kate Spade New York, Bloomingdale's.
Total Funding: N/A.
Notable Investors: N/A.
🎱 Strategic Intelligence
Inspired by Michael Lewis’ Moneyball: The Art of Winning an Unfair Game - Strategic Intelligence is a stealth engine that tracks online and social behaviour of corporate insiders and leading investors.
🪄 Predicted:
Kubecost (US, 2019) - Featured by Specter on: 2020 - Week 49.
Advantage on Latest Funding Round: 444 Days.
Description: Kubecost provides real-time cost visibility and insights for teams using Kubernetes.
Total Funding: $30.5M / Latest $25M Series A in 02/2022.
Notable Investors: Coatue, First Round Capital, Ben Porterfield, Mike Scarpelli, Oldslip, Afore Capital.
👻 Opportunity:
Inflection.ai (US, 2022) - Featured by Specter on: 2022 - Week 12.
Description: Inflection AI is a software company focused on improving human-computer interaction.
Total Funding: N/A.
Notable Investors: N/A.
Signal: Increased VC Interest in 03-2022.
🍒 Cherry-Picked Companies
Specter tracks the alternative data performance of millions of companies and, on a monthly basis, flags the ones who are likely to increase in valuation.
🪄 Predicted:
Qure AI (APAC, 2016) - Specter Rank: 2165 📈
Description: Qure AI is a health-tech startup that uses artificial intelligence assistance for medical imaging diagnostics.
Total Funding: $60.3M / Latest $40M Venture Round in 03/2022.
Notable Investors: HealthQuad, MassMutual Ventures, Novo Holdings, SBRI Healthcare, Sequoia Capital India.
6 Months Growth: Team: +24%; Web: +160%; Social: +41%.
👻 Opportunity:
Breezeway (US, 2015) - Specter Rank: 1261 📈
Description: Breezeway is a property care and services platform designed to reduce the headaches of property management.
Total Funding: $21.2M / Latest $6.2M Series B in 04/2021.
Notable Investors: Schooner Capital, Tamarisc Ventures, Krillion Ventures, LaunchCapital.
6 Months Growth: Team: +22%; Web: +115%; Social: +31%.
That’s all for this edition of Specter Monitor!
Stay tuned for the next update. And feel free to share with your friends. 👇
